Monday Takeaways: The Most Important Players in the Room
A red-hot labor market has some analysts questioning whether the Fed cut too much… But the bigger question is… who’s really in charge of interest rates?
Dealmaker’s Diary: A Power Player That’s Shockingly Undervalued
This infrastructure leader has phenomenal numbers… is in a critical industry… and is shockingly undervalued. Get the ticker here.
Buy This, Not That: Which Is Hotter… BABA or BIDU?
The Chinese government will do its very best to juice its economy… And Chinese blue chips have launched skyward. But what rocket should you ride higher?
Monday Takeaways: Going Nuclear
Microsoft is going all in to power its AI demands… and Amazon just purchased a data center site right next to a nuclear plant. Nuclear’s back, baby.
Dealmaker’s Diary: Cash the Check From This $50B Payroll Company
This $50 billion benefits company cuts the paychecks of 1 in 12 American workers… and has two major tailwinds in its favor.
Buy This, Not That: A Luxury Retailer Back on the Runway
Luxury retailers are seeing the slowest growth in two decades as designer wallets and handbags have snapped shut. But one brand will be back on the runway in no time.
Monday Takeaways: Getting by With a Little Help From the Fed
The good news: The Fed’s rate cut means refinancing all our debt just got cheaper. The bad news? Here’s what Shah says…
Dealmaker’s Diary: A “Value Add” Play on Our Digital Transformation
This $7B IT firm is on the move… is cheap… and is helping make our digital transformation possible. See it here.
Buy This, Not That: What to Buy in Case of a “Hard Landing”
Fast food stocks tend to do well when the economy gets rough for consumers. But which fast food stock is best to buy right now?
Monday Takeaways: The Fed’s Rate Cut Could Make or Break the Market
All eyes are on the Fed this week… and its long-anticipated rate cut. The number the Fed settles on could make or break the market. Here’s why…